robinwpy的个人主页 - 老虎社区

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2023-05-26

拼多多，从未让人失望

拼多多一季度营收376.4亿元，同比增长58.2%

2023-03-20

$拼多多(PDD)$ 基本面和业绩都很良好，会很快涨回来的

2023-03-09

$京东(JD)$ 财报看起来还可以，为啥跌那么多？

2023-03-07

营收同比增长降到个位数了，未来预期不太好

Sea Q4营收为35亿美元，同比增长7.1%

2023-02-09

最后几段写得很赞

抱歉，原内容已删除

2023-01-17

$DiDi Global Inc.(DIDIY)$ 没有盘前交易吗？

2023-01-09

这么大幅度降价，清库存效果显著

国产Model Y的预计交付时间从1-4周延长到2-5周

2023-01-05

$3690.SPO(3690.SPO)$ 腾讯分红美团了

2022-12-22

可怜的散户

抱歉，原内容已删除

2022-12-15

$高途(GOTU)$ 这几天很hi啊，有什么情况吗？

2022-11-28

$拼多多(PDD)$ 拼多多扮猪吃虎玩得太遛了。每次对外说我们的高盈利不可持续啊，别抱太高期望啊，然后下个季度又给人一个震惊

2022-11-28

货架电商才是电商的大盘，兴趣电商或者直播电商会砍下一块蛋糕，但撼动不了大盘

抱歉，原内容已删除

2022-09-08

$高途(GOTU)$刚发财报也没啥交易量，是都没人看这票了吗？

2022-03-29

哈哈，被发现了

抱歉，原内容已删除

2022-03-28

摩通评级已经沦为笑柄

抱歉，原内容已删除

2022-03-23

$拼多多(PDD)$我多走势真硬气

2022-01-05

阿里也在减持，微博、陌陌、财新、光线、芒果超媒等等。另外，腾讯主投资，阿里主收购，所以阿里投资公司总数比腾讯就少很多。

抱歉，原内容已删除

2021-12-03

$滴滴(DIDI)$盘前从涨14%到跌10%。。。

2021-10-29

玩梭哈，最终必输

@瓦伦家:$高途(GOTU)$从2020年4月份8000美元到2021年2月份60万美元，有图为证，由于外汇的管控无法转回，曾转过一次被退回，最后一次全部投资在高途上，到最后一无所有，人生犹如过山车，到底错在哪里？

2021-10-21

哈哈，太懂ZZ了

一个最“平淡无奇”的互联网财报季，开始了！

去老虎APP查看更多动态

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18:31","market":"us","language":"zh","title":"拼多多一季度营收376.4亿元，同比增长58.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154319012","media":"老虎资讯综合","summary":"第一季度调整后每ADS收益6.92元人民币，预估4.36元人民币。","content":"<html><head></head><body><p>5月26日，拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报，业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币，同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元（约合11.796亿美元），同比增长212%。</p></li><li><p>不按美国通用会计准则（Non-GAAP），归属于拼多多普通股股东的净利润为101.264亿元（约合14.745亿美元），同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元，预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元（约合39.671亿美元），与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元（约合15.133亿美元），与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元（约合16.200亿美元），与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元（约合28.515亿美元），与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元（约合23.676亿美元），与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元（约合1.189亿美元），与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元（约合3.650亿美元），与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多一季度营收376.4亿元，同比增长58.2%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多一季度营收376.4亿元，同比增长58.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-05-26 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月26日，拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报，业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币，同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元（约合11.796亿美元），同比增长212%。</p></li><li><p>不按美国通用会计准则（Non-GAAP），归属于拼多多普通股股东的净利润为101.264亿元（约合14.745亿美元），同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元，预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元（约合39.671亿美元），与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元（约合15.133亿美元），与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元（约合16.200亿美元），与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元（约合28.515亿美元），与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元（约合23.676亿美元），与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元（约合1.189亿美元），与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元（约合3.650亿美元），与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154319012","content_text":"5月26日，拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报，业绩大超预期。第一季度实现营收376.4亿元人民币，同比增长58.2%。第一季度归属于拼多多普通股股东的净利润为81.01亿元（约合11.796亿美元），同比增长212%。不按美国通用会计准则（Non-GAAP），归属于拼多多普通股股东的净利润为101.264亿元（约合14.745亿美元），同比增长141%。第一季度调整后每ADS收益6.92元，预估4.36元。业务分类与成本支出来自在线营销服务及其他服务的营收为272.444亿元（约合39.671亿美元），与2022年同期的182.023亿元相比增长50%。来自交易服务的营收为103.926亿元（约合15.133亿美元），与2022年同期的55.914亿元相比增长86%。营收成本为111.253亿元（约合16.200亿美元），与2022年同期的71.596亿元相比增长55%。整体运营开支为195.827亿元（约合28.515亿美元），与2022年同期的144.797亿元相比增长35%。销售与营销开支为162.597亿元（约合23.676亿美元），与2022年同期的112.191亿元相比增长45%。总务与行政开支为8.164亿元（约合1.189亿美元），与2022年同期的5.921亿元相比增长38%。研发开支为25.067亿元（约合3.650亿美元），与2022年同期的26.685亿元相比下滑6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650242611,"gmtCreate":1679323450233,"gmtModify":1679323451562,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>基本面和业绩都很良好，会很快涨回来的","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>基本面和业绩都很良好，会很快涨回来的","text":"$拼多多(PDD)$ 基本面和业绩都很良好，会很快涨回来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650242611","isVote":1,"tweetType":1,"viewCount":2698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627257767,"gmtCreate":1678372983059,"gmtModify":1678372984107,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>财报看起来还可以，为啥跌那么多？","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>财报看起来还可以，为啥跌那么多？","text":"$京东(JD)$ 财报看起来还可以，为啥跌那么多？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627257767","isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627862148,"gmtCreate":1678201449684,"gmtModify":1678201451414,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"营收同比增长降到个位数了，未来预期不太好","listText":"营收同比增长降到个位数了，未来预期不太好","text":"营收同比增长降到个位数了，未来预期不太好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627862148","repostId":"1134960256","repostType":2,"repost":{"id":"1134960256","kind":"news","pubTimestamp":1678188884,"share":"https://www.laohu8.com/m/news/1134960256?lang=&edition=full","pubTime":"2023-03-07 19:34","market":"us","language":"zh","title":"Sea Q4营收为35亿美元，同比增长7.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134960256","media":"智通财经APP","summary":"3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减","content":"<html><head></head><body><p>3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。</p><p>受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减值的负面影响，以及债务清偿净收益1.997亿美元，和先前对某些费用的应计项目转回约1.3亿美元的积极影响，净利润达到4.23亿美元，上年同期亏损6.16亿美元，市场预期亏损3.84亿美元;每股收益为0.72美元，上年同期亏损1.12美元，市场预期为亏损0.833美元。</p><p>毛利润为17亿美元，同比增长29.5%。调整后EBITDA为4.96亿美元，上年同期为亏损4.92亿美元，市场预期亏损2.498亿美元。</p><p>按业务划分，电子商务营收为21亿美元，同比增长31.8%。总订单为17亿，上年同期为20亿美元，商品交易总额(GMV)为180亿美元，上年同期为182亿美元。</p><p>数字娱乐营收为9.49亿美元，上一季度为8.93亿美元，季度活跃用户为4.86亿，上一季度为5.68亿，付费用户为4360万，付费用户比例为9.0%，上一季度为9.1%。</p><p>数字金融服务营收为3.80亿美元，同比增长92.5%。</p><p>第四季度，公司以6.113亿美元的现金对价回购了2026年到期、本金总额为8.172亿美元的0.25%可转换优先票据，这导致了1.997亿美元的债务清偿收益，包括620万美元的加速延期发行成本，以及770万美元的未来利息支出节省。</p><p>全年业绩方面，该公司营收为124亿美元，同比增长25.1%;毛利润为52亿美元，同比增长33.1%;净亏损17亿美元，同比缩窄18.9%;调整后EBITDA亏损8.78亿美元，上年同期亏损5.94亿美元。</p><p>Sea董事长兼集团首席执行官Forrest Li表示：“自去年年底以来，我们果断将重点放在效率和盈利能力上，这已经推动了有意义的利润改善。随着我们继续转型，并保持对可持续增长的关注，我们的方法是在为整个数字生态系统的用户提供服务时，做得更少，但做得更好。”</p><p>另外，Li补充道：“鉴于宏观不确定性和我们最近果断改变重心，我们正在密切监测市场环境，我们将继续调整步伐，并相应地微调我们的业务。虽然短期内我们的业绩可能会出现波动，但我们仍然对市场的长期增长潜力充满信心，并将全力抓住这一机遇。”</p><p>财报发布后，Sea Ltd盘前涨超8%。</p><p><img src=\"https://static.tigerbbs.com/3c6d0ceaaf2ffdc308e8055b0413c2c1\" tg-width=\"527\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Q4营收为35亿美元，同比增长7.1%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Q4营收为35亿美元，同比增长7.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/888126.html><strong>智通财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减值的负面影响，以及债务清偿净收益1.997亿美元，和先前对某些费用的应计项目转回约1.3亿美元的积极影响，净利润达到4.23亿美元，上年同期亏损6.16亿美元，市场预期亏损3.84亿美元;每股收益为...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/888126.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41bbb447b77f48f3eaf5c5a8c43fa372","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.zhitongcaijing.com/content/detail/888126.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1134960256","content_text":"3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减值的负面影响，以及债务清偿净收益1.997亿美元，和先前对某些费用的应计项目转回约1.3亿美元的积极影响，净利润达到4.23亿美元，上年同期亏损6.16亿美元，市场预期亏损3.84亿美元;每股收益为0.72美元，上年同期亏损1.12美元，市场预期为亏损0.833美元。毛利润为17亿美元，同比增长29.5%。调整后EBITDA为4.96亿美元，上年同期为亏损4.92亿美元，市场预期亏损2.498亿美元。按业务划分，电子商务营收为21亿美元，同比增长31.8%。总订单为17亿，上年同期为20亿美元，商品交易总额(GMV)为180亿美元，上年同期为182亿美元。数字娱乐营收为9.49亿美元，上一季度为8.93亿美元，季度活跃用户为4.86亿，上一季度为5.68亿，付费用户为4360万，付费用户比例为9.0%，上一季度为9.1%。数字金融服务营收为3.80亿美元，同比增长92.5%。第四季度，公司以6.113亿美元的现金对价回购了2026年到期、本金总额为8.172亿美元的0.25%可转换优先票据，这导致了1.997亿美元的债务清偿收益，包括620万美元的加速延期发行成本，以及770万美元的未来利息支出节省。全年业绩方面，该公司营收为124亿美元，同比增长25.1%;毛利润为52亿美元，同比增长33.1%;净亏损17亿美元，同比缩窄18.9%;调整后EBITDA亏损8.78亿美元，上年同期亏损5.94亿美元。Sea董事长兼集团首席执行官Forrest Li表示：“自去年年底以来，我们果断将重点放在效率和盈利能力上，这已经推动了有意义的利润改善。随着我们继续转型，并保持对可持续增长的关注，我们的方法是在为整个数字生态系统的用户提供服务时，做得更少，但做得更好。”另外，Li补充道：“鉴于宏观不确定性和我们最近果断改变重心，我们正在密切监测市场环境，我们将继续调整步伐，并相应地微调我们的业务。虽然短期内我们的业绩可能会出现波动，但我们仍然对市场的长期增长潜力充满信心，并将全力抓住这一机遇。”财报发布后，Sea Ltd盘前涨超8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625038257,"gmtCreate":1675935102279,"gmtModify":1675935104155,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"最后几段写得很赞","listText":"最后几段写得很赞","text":"最后几段写得很赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625038257","repostId":"1132628778","repostType":2,"isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626129944,"gmtCreate":1673946804088,"gmtModify":1673946805166,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a 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16:36","market":"us","language":"zh","title":"一个最“平淡无奇”的互联网财报季，开始了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2177459246","media":"互联网怪盗团","summary":"港股和美股的财报季，一般要比A股晚一个月（注：仅有二季度是例外）。所以，当A股“互联网”公司已经纷纷发布了无人关注的财报之后，互联网中概股才正准备发布万众瞩目的财报。不过，即将到来的这个财报季，注定将","content":"<p>港股和美股的财报季，一般要比A股晚一个月（注：仅有二季度是例外）。所以，当A股“互联网”公司已经纷纷发布了无人关注的财报之后，互联网中概股才正准备发布万众瞩目的财报。不过，即将到来的这个财报季，注定将成为有史以来最平淡无奇的一个——不会有任何让投资者激动的事情，不会有任何意外，不会有任何足以让人铭记的东西。</p>\n<p>事实上，如果你比较懒，那么这个季度的财报是可以不读的，财报电话会议也可以不听。凡是资本市场关注的那些指标，本季度都不会有特别好的消息，也不会有特别坏的消息。具体说来：</p>\n<ul>\n <li><p>营业收入，这个最重要的指标，大家会尽量做的低一点、平滑一点，因为没有互联网平台公司会希望捞到一个<b>“令人震惊！某巨头收入同比增长50%，反垄断仍然任重道远”</b>的媒体标题。</p></li>\n <li><p>净利润，无论是扣非(Non-GAAP)还是不扣非(GAAP)，大家也会尽量做的低一点，同比增长少一点（最好有下降），因为没有互联网平台公司会希望捞到一个<b>“我的天！某巨头每天平均能赚2个亿，强烈呼唤均贫富”</b>的媒体标题。</p></li>\n <li><p>用户基数，也就是DAU、MAU、AAC之类的指标，倒是可以适当做一做，但也不宜做的过高，否则可能会捞到一个<b>“某巨头用户仍在剧烈扩张，控制互联网平台影响力迫在眉睫”</b>的媒体标题</p></li>\n <li><p>用户时长，也就是每日或每月的使用时间和打开次数，敏感程度稍低一点，但也不可大意。尤其是那些聚焦于年轻人的平台，用户时长的激增可能会捞到一个<b>“未成年人沉迷互联网APP，青少年保护亟需加强”</b>的媒体标题。</p></li>\n</ul>\n<p>从上一个财报季，我们已经可以看到许多趋势了，这些趋势可能还会持续好几个季度：</p>\n<p>所有互联网公司都在争先恐后地声称自己“不赚钱”，也不想赚钱。令我印象最深刻的是<a href=\"https://laohu8.com/S/JD\">京东</a>自称“坚持微利经营，2%的利润率就是理想水平”。</p>\n<p>所有互联网公司都在否定自己的“巨头”和“平台”地位，转而强调自己的“制造业”“科技”乃至“农业”属性。最因祸得福的是小米，它一直被投资人视为不配享受互联网估值的“制造业企业”，现在却如鱼得水。</p>\n<p>所有互联网公司都把大量的财报篇幅留给了慈善事业、社会责任、助农，等等与主营业务无关，投资者也不知道该如何估值的事情。有些公司的财报电话会议有一半的时间在讲公益捐款。</p>\n<p>在即将到来的这个财报季，还会有一个重要的新趋势：<b>主流互联网公司，只要足够聪明，就不会再强调“Z世代用户”这个概念了。</b>青少年保护对互联网行业的影响力，远远超过了互联互通等概念，因此Z世代用户变成了一个危险的名词。那些过于吸引年轻人的平台（无论是在时间方面还是收入方面），必须小心翼翼地低调行事。</p>\n<p>在A股，已经有游戏公司很聪明地宣称“我们是面向70后和80后的公司，不做年轻人的生意”。我相信，更聪明的中概股公司也不会与大势对抗。</p>\n<p>另一个新趋势也值得注意：过去两年，互联网公司一直在努力进军产业互联网，也就是云计算、大数据、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>制造、行业应用解决方案。在消费互联网红利耗尽的今天，进军产业端是一个自然的选择，也是主管部门提倡的选择。然而，细心的人可能会发现，从上个季度开始，主流互联网公司正在收缩对“产业互联网”概念的宣传，或许也在收缩实际投入。</p>\n<p>为什么呢？<b>因为所谓“赋能传统行业”“改造传统企业”这些概念，实在太容易让人联想到垄断、联想到以互联网控制上游产业链了。</b>上个季度，阿里、京东、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>都强调了自己对农业产业链的投入，但没有一个敢提“赋能农业”“改造农业”这样的概念，只敢提“助农”。它们甚至很谨慎地不再提“未来若干年要做到万亿<a href=\"https://laohu8.com/S/000061\">农产品</a>交易额”这样的目标，因为让互联网公司控制高达万亿级别的农产品销售，在很多人眼里是一件骇人听闻的事情。</p>\n<p>此外，在主流政企用户眼里，互联网公司提供的云计算和软件解决方案，也没有那么可靠。许多地方的国资委发文要求本地国企一律使用“国资云”，就是这种不信任感的最典型的体现。在这种背景下，我们很难在互联网公司的财报里找到任何关于产业互联网的有用信息。大家只能努力强调基础研发，也就是与实际业务无关的事情。</p>\n<p>那么，有什么因素是可以强调的呢？除了慈善捐款、社会责任、基础研发这些投资者并不关心的话题之外，互联网公司还能在财报里写什么、在电话会议上讲什么呢？还是有那么几条的：</p>\n<ol>\n <li><p><b>海外用户，</b>这一条可以适当讲讲，尤其是东南亚、南亚、拉美等发展中国家的用户。但是要小心，尽量不要给人留下“用户数据泄露到海外”的印象。当投资人问起“这些发展中国家的用户何时能带来盈利”时，也应尽量顾左右而言他，不要给出任何实质性指引（因为这些用户很可能永远不赚钱）。</p></li>\n <li><p><b>智能汽车、芯片，</b>这些“高端制造业”业务，可以浓墨重彩地讲讲。不过，港股和美股投资人比A股精明很多，这些概念是忽悠不了太多人的——看看<a href=\"https://laohu8.com/S/BIDU\">百度</a>和阿里的历史股价就知道，前者的无人驾驶和后者的芯片研发对股价的影响都很有限。就连小米宣布造车，也仅仅带来了个位数的涨幅而已。老奸巨猾的美元投资人不会在上述问题上浪费太多时间。</p></li>\n <li><p><b>对监管措施的配合进度，</b>尤其是游戏、短视频平台对青少年保护措施的配合，直播电商平台对主播补税措施的配合，各大平台对互联互通措施的配合，等等。不过不宜讲得太细，因为这方面的最终结论还是要由主管部门来下，互联网公司不宜自行宣称已经完成了对监管的配合。</p></li>\n</ol>\n<p>下面预测一下主流互联网公司公布财报时，可能会被分析师聚焦的问题，以及管理层会如何回答这些问题：</p>\n<p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>：</b>互联互通、青少年保护、游戏版号、视频号进展、海外投资。对前三个问题，管理层不会给出任何有意义的回答；对第四个问题，会定性而不是定量回答；对第五个问题，只要管理层足够聪明，就会尽量打太极，而腾讯管理层在历史上一直很聪明。</p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：</b>互联互通、双十一、文娱业务、产业互联网、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>改组。管理层应该很乐意回答前两个问题，但对后三个问题只能尽量模糊，尤其是最后一个问题肯定不会做出什么真正的回答。</p>\n<p><b>百度：</b>互联互通、新业务、造车。第一个问题吸引了坊间大量注意力，但管理层应该很难详细回答。后两个问题其实是同一个问题，可能获得很详细的回答，但对股价的实际影响有限。</p>\n<p><b>美团：</b>刚刚结束的反垄断调查、外包员工福利、社区团购、即时零售。前三个问题都不好回答，偏偏还是得回答。最后一个问题很有料，很适合管理层对投资人画出一幅美妙的图景。</p>\n<p><b>快手：</b>用户增长、商业化（广告）、直播带货、海外业务。这几个问题倒是都可以详细回答一下，但考虑到青少年模式和主播补税的影响，也不宜回答的太积极。</p>\n<p><b>B站：</b>青少年保护、游戏版号、直播业务进展、商业化（广告）。前两个问题很难回答。第三个问题，答案不太好，管理层不会很有兴趣。第四个问题可以浓墨重彩地宣传一下。</p>\n<p><b>拼多多：</b>互联互通、双十一、品牌升级、农产品。第一个问题照例难以回答，后三个问题不错，管理层会很乐意回答。不过按照拼多多的低调风格，答案也不会详细到哪里去。</p>\n<p><b>京东：</b>互联互通、双十一、社区团购、即时零售。这些问题基本就是“一半美团，一半拼多多”，回答难度相对较低，反正京东管理层早已掌握了游刃有余的沟通之道。</p>\n<p><b><a href=\"https://laohu8.com/S/NTES\">网易</a>：</b>哈利波特手游、海外游戏市场、青少年保护、游戏版号。前两个问题好回答，后两个难度较大。不过，因为网易不算平台公司，受到的压力较小，大家也不会太纠缠于监管话题。</p>\n<p>总而言之，如果你没有时间，或者跟我一样想把美好的晚间时光用于喝啤酒、看电影或玩游戏，这个财报季是可以略过的。不仅这个财报季如此，未来几个财报季很可能也是如此。那么，这种平淡无奇的财报季要持续到何时呢？</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一个最“平淡无奇”的互联网财报季，开始了！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一个最“平淡无奇”的互联网财报季，开始了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1093891755\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7a468bceacf4427aa893bbe927a9eb89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">互联网怪盗团 </p>\n<p class=\"h-time\">2021-10-21 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港股和美股的财报季，一般要比A股晚一个月（注：仅有二季度是例外）。所以，当A股“互联网”公司已经纷纷发布了无人关注的财报之后，互联网中概股才正准备发布万众瞩目的财报。不过，即将到来的这个财报季，注定将成为有史以来最平淡无奇的一个——不会有任何让投资者激动的事情，不会有任何意外，不会有任何足以让人铭记的东西。</p>\n<p>事实上，如果你比较懒，那么这个季度的财报是可以不读的，财报电话会议也可以不听。凡是资本市场关注的那些指标，本季度都不会有特别好的消息，也不会有特别坏的消息。具体说来：</p>\n<ul>\n <li><p>营业收入，这个最重要的指标，大家会尽量做的低一点、平滑一点，因为没有互联网平台公司会希望捞到一个<b>“令人震惊！某巨头收入同比增长50%，反垄断仍然任重道远”</b>的媒体标题。</p></li>\n <li><p>净利润，无论是扣非(Non-GAAP)还是不扣非(GAAP)，大家也会尽量做的低一点，同比增长少一点（最好有下降），因为没有互联网平台公司会希望捞到一个<b>“我的天！某巨头每天平均能赚2个亿，强烈呼唤均贫富”</b>的媒体标题。</p></li>\n <li><p>用户基数，也就是DAU、MAU、AAC之类的指标，倒是可以适当做一做，但也不宜做的过高，否则可能会捞到一个<b>“某巨头用户仍在剧烈扩张，控制互联网平台影响力迫在眉睫”</b>的媒体标题</p></li>\n <li><p>用户时长，也就是每日或每月的使用时间和打开次数，敏感程度稍低一点，但也不可大意。尤其是那些聚焦于年轻人的平台，用户时长的激增可能会捞到一个<b>“未成年人沉迷互联网APP，青少年保护亟需加强”</b>的媒体标题。</p></li>\n</ul>\n<p>从上一个财报季，我们已经可以看到许多趋势了，这些趋势可能还会持续好几个季度：</p>\n<p>所有互联网公司都在争先恐后地声称自己“不赚钱”，也不想赚钱。令我印象最深刻的是<a href=\"https://laohu8.com/S/JD\">京东</a>自称“坚持微利经营，2%的利润率就是理想水平”。</p>\n<p>所有互联网公司都在否定自己的“巨头”和“平台”地位，转而强调自己的“制造业”“科技”乃至“农业”属性。最因祸得福的是小米，它一直被投资人视为不配享受互联网估值的“制造业企业”，现在却如鱼得水。</p>\n<p>所有互联网公司都把大量的财报篇幅留给了慈善事业、社会责任、助农，等等与主营业务无关，投资者也不知道该如何估值的事情。有些公司的财报电话会议有一半的时间在讲公益捐款。</p>\n<p>在即将到来的这个财报季，还会有一个重要的新趋势：<b>主流互联网公司，只要足够聪明，就不会再强调“Z世代用户”这个概念了。</b>青少年保护对互联网行业的影响力，远远超过了互联互通等概念，因此Z世代用户变成了一个危险的名词。那些过于吸引年轻人的平台（无论是在时间方面还是收入方面），必须小心翼翼地低调行事。</p>\n<p>在A股，已经有游戏公司很聪明地宣称“我们是面向70后和80后的公司，不做年轻人的生意”。我相信，更聪明的中概股公司也不会与大势对抗。</p>\n<p>另一个新趋势也值得注意：过去两年，互联网公司一直在努力进军产业互联网，也就是云计算、大数据、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>制造、行业应用解决方案。在消费互联网红利耗尽的今天，进军产业端是一个自然的选择，也是主管部门提倡的选择。然而，细心的人可能会发现，从上个季度开始，主流互联网公司正在收缩对“产业互联网”概念的宣传，或许也在收缩实际投入。</p>\n<p>为什么呢？<b>因为所谓“赋能传统行业”“改造传统企业”这些概念，实在太容易让人联想到垄断、联想到以互联网控制上游产业链了。</b>上个季度，阿里、京东、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>都强调了自己对农业产业链的投入，但没有一个敢提“赋能农业”“改造农业”这样的概念，只敢提“助农”。它们甚至很谨慎地不再提“未来若干年要做到万亿<a href=\"https://laohu8.com/S/000061\">农产品</a>交易额”这样的目标，因为让互联网公司控制高达万亿级别的农产品销售，在很多人眼里是一件骇人听闻的事情。</p>\n<p>此外，在主流政企用户眼里，互联网公司提供的云计算和软件解决方案，也没有那么可靠。许多地方的国资委发文要求本地国企一律使用“国资云”，就是这种不信任感的最典型的体现。在这种背景下，我们很难在互联网公司的财报里找到任何关于产业互联网的有用信息。大家只能努力强调基础研发，也就是与实际业务无关的事情。</p>\n<p>那么，有什么因素是可以强调的呢？除了慈善捐款、社会责任、基础研发这些投资者并不关心的话题之外，互联网公司还能在财报里写什么、在电话会议上讲什么呢？还是有那么几条的：</p>\n<ol>\n <li><p><b>海外用户，</b>这一条可以适当讲讲，尤其是东南亚、南亚、拉美等发展中国家的用户。但是要小心，尽量不要给人留下“用户数据泄露到海外”的印象。当投资人问起“这些发展中国家的用户何时能带来盈利”时，也应尽量顾左右而言他，不要给出任何实质性指引（因为这些用户很可能永远不赚钱）。</p></li>\n <li><p><b>智能汽车、芯片，</b>这些“高端制造业”业务，可以浓墨重彩地讲讲。不过，港股和美股投资人比A股精明很多，这些概念是忽悠不了太多人的——看看<a href=\"https://laohu8.com/S/BIDU\">百度</a>和阿里的历史股价就知道，前者的无人驾驶和后者的芯片研发对股价的影响都很有限。就连小米宣布造车，也仅仅带来了个位数的涨幅而已。老奸巨猾的美元投资人不会在上述问题上浪费太多时间。</p></li>\n <li><p><b>对监管措施的配合进度，</b>尤其是游戏、短视频平台对青少年保护措施的配合，直播电商平台对主播补税措施的配合，各大平台对互联互通措施的配合，等等。不过不宜讲得太细，因为这方面的最终结论还是要由主管部门来下，互联网公司不宜自行宣称已经完成了对监管的配合。</p></li>\n</ol>\n<p>下面预测一下主流互联网公司公布财报时，可能会被分析师聚焦的问题，以及管理层会如何回答这些问题：</p>\n<p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>：</b>互联互通、青少年保护、游戏版号、视频号进展、海外投资。对前三个问题，管理层不会给出任何有意义的回答；对第四个问题，会定性而不是定量回答；对第五个问题，只要管理层足够聪明，就会尽量打太极，而腾讯管理层在历史上一直很聪明。</p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：</b>互联互通、双十一、文娱业务、产业互联网、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>改组。管理层应该很乐意回答前两个问题，但对后三个问题只能尽量模糊，尤其是最后一个问题肯定不会做出什么真正的回答。</p>\n<p><b>百度：</b>互联互通、新业务、造车。第一个问题吸引了坊间大量注意力，但管理层应该很难详细回答。后两个问题其实是同一个问题，可能获得很详细的回答，但对股价的实际影响有限。</p>\n<p><b>美团：</b>刚刚结束的反垄断调查、外包员工福利、社区团购、即时零售。前三个问题都不好回答，偏偏还是得回答。最后一个问题很有料，很适合管理层对投资人画出一幅美妙的图景。</p>\n<p><b>快手：</b>用户增长、商业化（广告）、直播带货、海外业务。这几个问题倒是都可以详细回答一下，但考虑到青少年模式和主播补税的影响，也不宜回答的太积极。</p>\n<p><b>B站：</b>青少年保护、游戏版号、直播业务进展、商业化（广告）。前两个问题很难回答。第三个问题，答案不太好，管理层不会很有兴趣。第四个问题可以浓墨重彩地宣传一下。</p>\n<p><b>拼多多：</b>互联互通、双十一、品牌升级、农产品。第一个问题照例难以回答，后三个问题不错，管理层会很乐意回答。不过按照拼多多的低调风格，答案也不会详细到哪里去。</p>\n<p><b>京东：</b>互联互通、双十一、社区团购、即时零售。这些问题基本就是“一半美团，一半拼多多”，回答难度相对较低，反正京东管理层早已掌握了游刃有余的沟通之道。</p>\n<p><b><a href=\"https://laohu8.com/S/NTES\">网易</a>：</b>哈利波特手游、海外游戏市场、青少年保护、游戏版号。前两个问题好回答，后两个难度较大。不过，因为网易不算平台公司，受到的压力较小，大家也不会太纠缠于监管话题。</p>\n<p>总而言之，如果你没有时间，或者跟我一样想把美好的晚间时光用于喝啤酒、看电影或玩游戏，这个财报季是可以略过的。不仅这个财报季如此，未来几个财报季很可能也是如此。那么，这种平淡无奇的财报季要持续到何时呢？</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8fca69a364eb1ccaf6e9078f1721480","relate_stocks":{"PDD":"拼多多","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177459246","content_text":"港股和美股的财报季，一般要比A股晚一个月（注：仅有二季度是例外）。所以，当A股“互联网”公司已经纷纷发布了无人关注的财报之后，互联网中概股才正准备发布万众瞩目的财报。不过，即将到来的这个财报季，注定将成为有史以来最平淡无奇的一个——不会有任何让投资者激动的事情，不会有任何意外，不会有任何足以让人铭记的东西。\n事实上，如果你比较懒，那么这个季度的财报是可以不读的，财报电话会议也可以不听。凡是资本市场关注的那些指标，本季度都不会有特别好的消息，也不会有特别坏的消息。具体说来：\n\n营业收入，这个最重要的指标，大家会尽量做的低一点、平滑一点，因为没有互联网平台公司会希望捞到一个“令人震惊！某巨头收入同比增长50%，反垄断仍然任重道远”的媒体标题。\n净利润，无论是扣非(Non-GAAP)还是不扣非(GAAP)，大家也会尽量做的低一点，同比增长少一点（最好有下降），因为没有互联网平台公司会希望捞到一个“我的天！某巨头每天平均能赚2个亿，强烈呼唤均贫富”的媒体标题。\n用户基数，也就是DAU、MAU、AAC之类的指标，倒是可以适当做一做，但也不宜做的过高，否则可能会捞到一个“某巨头用户仍在剧烈扩张，控制互联网平台影响力迫在眉睫”的媒体标题\n用户时长，也就是每日或每月的使用时间和打开次数，敏感程度稍低一点，但也不可大意。尤其是那些聚焦于年轻人的平台，用户时长的激增可能会捞到一个“未成年人沉迷互联网APP，青少年保护亟需加强”的媒体标题。\n\n从上一个财报季，我们已经可以看到许多趋势了，这些趋势可能还会持续好几个季度：\n所有互联网公司都在争先恐后地声称自己“不赚钱”，也不想赚钱。令我印象最深刻的是京东自称“坚持微利经营，2%的利润率就是理想水平”。\n所有互联网公司都在否定自己的“巨头”和“平台”地位，转而强调自己的“制造业”“科技”乃至“农业”属性。最因祸得福的是小米，它一直被投资人视为不配享受互联网估值的“制造业企业”，现在却如鱼得水。\n所有互联网公司都把大量的财报篇幅留给了慈善事业、社会责任、助农，等等与主营业务无关，投资者也不知道该如何估值的事情。有些公司的财报电话会议有一半的时间在讲公益捐款。\n在即将到来的这个财报季，还会有一个重要的新趋势：主流互联网公司，只要足够聪明，就不会再强调“Z世代用户”这个概念了。青少年保护对互联网行业的影响力，远远超过了互联互通等概念，因此Z世代用户变成了一个危险的名词。那些过于吸引年轻人的平台（无论是在时间方面还是收入方面），必须小心翼翼地低调行事。\n在A股，已经有游戏公司很聪明地宣称“我们是面向70后和80后的公司，不做年轻人的生意”。我相信，更聪明的中概股公司也不会与大势对抗。\n另一个新趋势也值得注意：过去两年，互联网公司一直在努力进军产业互联网，也就是云计算、大数据、智能制造、行业应用解决方案。在消费互联网红利耗尽的今天，进军产业端是一个自然的选择，也是主管部门提倡的选择。然而，细心的人可能会发现，从上个季度开始，主流互联网公司正在收缩对“产业互联网”概念的宣传，或许也在收缩实际投入。\n为什么呢？因为所谓“赋能传统行业”“改造传统企业”这些概念，实在太容易让人联想到垄断、联想到以互联网控制上游产业链了。上个季度，阿里、京东、拼多多都强调了自己对农业产业链的投入，但没有一个敢提“赋能农业”“改造农业”这样的概念，只敢提“助农”。它们甚至很谨慎地不再提“未来若干年要做到万亿农产品交易额”这样的目标，因为让互联网公司控制高达万亿级别的农产品销售，在很多人眼里是一件骇人听闻的事情。\n此外，在主流政企用户眼里，互联网公司提供的云计算和软件解决方案，也没有那么可靠。许多地方的国资委发文要求本地国企一律使用“国资云”，就是这种不信任感的最典型的体现。在这种背景下，我们很难在互联网公司的财报里找到任何关于产业互联网的有用信息。大家只能努力强调基础研发，也就是与实际业务无关的事情。\n那么，有什么因素是可以强调的呢？除了慈善捐款、社会责任、基础研发这些投资者并不关心的话题之外，互联网公司还能在财报里写什么、在电话会议上讲什么呢？还是有那么几条的：\n\n海外用户，这一条可以适当讲讲，尤其是东南亚、南亚、拉美等发展中国家的用户。但是要小心，尽量不要给人留下“用户数据泄露到海外”的印象。当投资人问起“这些发展中国家的用户何时能带来盈利”时，也应尽量顾左右而言他，不要给出任何实质性指引（因为这些用户很可能永远不赚钱）。\n智能汽车、芯片，这些“高端制造业”业务，可以浓墨重彩地讲讲。不过，港股和美股投资人比A股精明很多，这些概念是忽悠不了太多人的——看看百度和阿里的历史股价就知道，前者的无人驾驶和后者的芯片研发对股价的影响都很有限。就连小米宣布造车，也仅仅带来了个位数的涨幅而已。老奸巨猾的美元投资人不会在上述问题上浪费太多时间。\n对监管措施的配合进度，尤其是游戏、短视频平台对青少年保护措施的配合，直播电商平台对主播补税措施的配合，各大平台对互联互通措施的配合，等等。不过不宜讲得太细，因为这方面的最终结论还是要由主管部门来下，互联网公司不宜自行宣称已经完成了对监管的配合。\n\n下面预测一下主流互联网公司公布财报时，可能会被分析师聚焦的问题，以及管理层会如何回答这些问题：\n腾讯：互联互通、青少年保护、游戏版号、视频号进展、海外投资。对前三个问题，管理层不会给出任何有意义的回答；对第四个问题，会定性而不是定量回答；对第五个问题，只要管理层足够聪明，就会尽量打太极，而腾讯管理层在历史上一直很聪明。\n阿里巴巴：互联互通、双十一、文娱业务、产业互联网、蚂蚁集团改组。管理层应该很乐意回答前两个问题，但对后三个问题只能尽量模糊，尤其是最后一个问题肯定不会做出什么真正的回答。\n百度：互联互通、新业务、造车。第一个问题吸引了坊间大量注意力，但管理层应该很难详细回答。后两个问题其实是同一个问题，可能获得很详细的回答，但对股价的实际影响有限。\n美团：刚刚结束的反垄断调查、外包员工福利、社区团购、即时零售。前三个问题都不好回答，偏偏还是得回答。最后一个问题很有料，很适合管理层对投资人画出一幅美妙的图景。\n快手：用户增长、商业化（广告）、直播带货、海外业务。这几个问题倒是都可以详细回答一下，但考虑到青少年模式和主播补税的影响，也不宜回答的太积极。\nB站：青少年保护、游戏版号、直播业务进展、商业化（广告）。前两个问题很难回答。第三个问题，答案不太好，管理层不会很有兴趣。第四个问题可以浓墨重彩地宣传一下。\n拼多多：互联互通、双十一、品牌升级、农产品。第一个问题照例难以回答，后三个问题不错，管理层会很乐意回答。不过按照拼多多的低调风格，答案也不会详细到哪里去。\n京东：互联互通、双十一、社区团购、即时零售。这些问题基本就是“一半美团，一半拼多多”，回答难度相对较低，反正京东管理层早已掌握了游刃有余的沟通之道。\n网易：哈利波特手游、海外游戏市场、青少年保护、游戏版号。前两个问题好回答，后两个难度较大。不过，因为网易不算平台公司，受到的压力较小，大家也不会太纠缠于监管话题。\n总而言之，如果你没有时间，或者跟我一样想把美好的晚间时光用于喝啤酒、看电影或玩游戏，这个财报季是可以略过的。不仅这个财报季如此，未来几个财报季很可能也是如此。那么，这种平淡无奇的财报季要持续到何时呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":117727370,"gmtCreate":1623161669990,"gmtModify":1623161669990,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>盘前从涨14%到跌10%。。。","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>盘前从涨14%到跌10%。。。","text":"$滴滴(DIDI)$盘前从涨14%到跌10%。。。","images":[{"img":"https://static.tigerbbs.com/6cfdcebcd0886929ab0642e87bd559b4","width":"1080","height":"561"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601276496","isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":623114154,"gmtCreate":1671115603978,"gmtModify":1671115604815,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>这几天很hi啊，有什么情况吗？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>这几天很hi啊，有什么情况吗？","text":"$高途(GOTU)$ 这几天很hi啊，有什么情况吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/623114154","isVote":1,"tweetType":1,"viewCount":4633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620815592,"gmtCreate":1669639477016,"gmtModify":1669639477979,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>拼多多扮猪吃虎玩得太遛了。每次对外说我们的高盈利不可持续啊，别抱太高期望啊，然后下个季度又给人一个震惊","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>拼多多扮猪吃虎玩得太遛了。每次对外说我们的高盈利不可持续啊，别抱太高期望啊，然后下个季度又给人一个震惊","text":"$拼多多(PDD)$ 拼多多扮猪吃虎玩得太遛了。每次对外说我们的高盈利不可持续啊，别抱太高期望啊，然后下个季度又给人一个震惊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/620815592","isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811506518,"gmtCreate":1630330802334,"gmtModify":1704958560679,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>这大跌是啥情况？","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>这大跌是啥情况？","text":"$贝壳(BEKE)$这大跌是啥情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811506518","isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669772901,"gmtCreate":1662646314403,"gmtModify":1662646315794,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>刚发财报也没啥交易量，是都没人看这票了吗？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>刚发财报也没啥交易量，是都没人看这票了吗？","text":"$高途(GOTU)$刚发财报也没啥交易量，是都没人看这票了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669772901","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826441779,"gmtCreate":1634049312824,"gmtModify":1634049312824,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>贝壳这几天大幅上涨的原因是啥？感觉不管是消息面还是房地产行业大形势都无利好啊","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>贝壳这几天大幅上涨的原因是啥？感觉不管是消息面还是房地产行业大形势都无利好啊","text":"$贝壳(BEKE)$贝壳这几天大幅上涨的原因是啥？感觉不管是消息面还是房地产行业大形势都无利好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826441779","isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655944797,"gmtCreate":1685098709820,"gmtModify":1685098711617,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"拼多多，从未让人失望","listText":"拼多多，从未让人失望","text":"拼多多，从未让人失望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655944797","repostId":"1154319012","repostType":2,"repost":{"id":"1154319012","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1685097072,"share":"https://www.laohu8.com/m/news/1154319012?lang=&edition=full","pubTime":"2023-05-26 18:31","market":"us","language":"zh","title":"拼多多一季度营收376.4亿元，同比增长58.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154319012","media":"老虎资讯综合","summary":"第一季度调整后每ADS收益6.92元人民币，预估4.36元人民币。","content":"<html><head></head><body><p>5月26日，拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报，业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币，同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元（约合11.796亿美元），同比增长212%。</p></li><li><p>不按美国通用会计准则（Non-GAAP），归属于拼多多普通股股东的净利润为101.264亿元（约合14.745亿美元），同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元，预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元（约合39.671亿美元），与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元（约合15.133亿美元），与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元（约合16.200亿美元），与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元（约合28.515亿美元），与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元（约合23.676亿美元），与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元（约合1.189亿美元），与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元（约合3.650亿美元），与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多一季度营收376.4亿元，同比增长58.2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多一季度营收376.4亿元，同比增长58.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-05-26 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月26日，拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报，业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币，同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元（约合11.796亿美元），同比增长212%。</p></li><li><p>不按美国通用会计准则（Non-GAAP），归属于拼多多普通股股东的净利润为101.264亿元（约合14.745亿美元），同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元，预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元（约合39.671亿美元），与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元（约合15.133亿美元），与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元（约合16.200亿美元），与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元（约合28.515亿美元），与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元（约合23.676亿美元），与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元（约合1.189亿美元），与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元（约合3.650亿美元），与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154319012","content_text":"5月26日，拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报，业绩大超预期。第一季度实现营收376.4亿元人民币，同比增长58.2%。第一季度归属于拼多多普通股股东的净利润为81.01亿元（约合11.796亿美元），同比增长212%。不按美国通用会计准则（Non-GAAP），归属于拼多多普通股股东的净利润为101.264亿元（约合14.745亿美元），同比增长141%。第一季度调整后每ADS收益6.92元，预估4.36元。业务分类与成本支出来自在线营销服务及其他服务的营收为272.444亿元（约合39.671亿美元），与2022年同期的182.023亿元相比增长50%。来自交易服务的营收为103.926亿元（约合15.133亿美元），与2022年同期的55.914亿元相比增长86%。营收成本为111.253亿元（约合16.200亿美元），与2022年同期的71.596亿元相比增长55%。整体运营开支为195.827亿元（约合28.515亿美元），与2022年同期的144.797亿元相比增长35%。销售与营销开支为162.597亿元（约合23.676亿美元），与2022年同期的112.191亿元相比增长45%。总务与行政开支为8.164亿元（约合1.189亿美元），与2022年同期的5.921亿元相比增长38%。研发开支为25.067亿元（约合3.650亿美元），与2022年同期的26.685亿元相比下滑6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650242611,"gmtCreate":1679323450233,"gmtModify":1679323451562,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>高途财报啥时发？","text":"$高途(GOTU)$高途财报啥时发？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816720471","isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627257767,"gmtCreate":1678372983059,"gmtModify":1678372984107,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>财报看起来还可以，为啥跌那么多？","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>财报看起来还可以，为啥跌那么多？","text":"$京东(JD)$ 财报看起来还可以，为啥跌那么多？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627257767","isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637626070,"gmtCreate":1648048991818,"gmtModify":1648048991818,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>我多走势真硬气","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>我多走势真硬气","text":"$拼多多(PDD)$我多走势真硬气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637626070","isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865027286,"gmtCreate":1632925639651,"gmtModify":1632925639651,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>今天暴涨啥情况？","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>今天暴涨啥情况？","text":"$贝壳(BEKE)$今天暴涨啥情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865027286","isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801749533,"gmtCreate":1627537944422,"gmtModify":1627537944422,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"成本可以转嫁给消费者，你会因为每单贵了几块钱不点外卖了吗？","listText":"成本可以转嫁给消费者，你会因为每单贵了几块钱不点外卖了吗？","text":"成本可以转嫁给消费者，你会因为每单贵了几块钱不点外卖了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801749533","repostId":"2155977927","repostType":2,"repost":{"id":"2155977927","kind":"news","pubTimestamp":1627533368,"share":"https://www.laohu8.com/m/news/2155977927?lang=&edition=full","pubTime":"2021-07-29 12:36","market":"hk","language":"zh","title":"美团暴跌背后：如果给外卖小哥全都交社保，估值将直接归零","url":"https://stock-news.laohu8.com/highlight/detail?id=2155977927","media":"前瞻网","summary":"周一，美团股价遭血洗，深层次原因众说纷纭，但表面上，最直接的原因无疑是七部门出台政策，要求其提高外卖骑手待遇。据环球老虎财经计算，如果要给所有外卖骑手交社保，可能让美团估值直接归零。报道称，今年5月政府巡视组人员进驻美团时，美团透露的数据是，平台共有约470万骑手，绝大部分为劳务派遣。粗略按照最低劳动合同薪酬标准计算，美团如果为所有骑手办理社保，每月在用人方面的成本将提高30亿左右，1年下来达到400亿。","content":"<html><body><article><p>周一，美团股价遭血洗，深层次原因众说纷纭，但表面上，最直接的原因无疑是七部门出台政策，要求其提高外卖骑手待遇。据环球老虎财经计算，如果要给所有外卖骑手交社保，可能让美团估值直接归零。</p><p>在7月26日七部门联合发布的《关于落实网络餐饮平台责任切实维护外卖送餐员权益的指导意见》中，明确提到，“平台及第三方合作单位为建立劳动关系的外卖送餐员参加社会保险，支持其他外卖送餐员参加社会保险”。</p><p>报道称，今年5月政府巡视组人员进驻美团时，美团透露的数据是，平台共有约470万骑手，绝大部分为劳务派遣。综合多方说法，这470万人之中，只有属于北京美团总部的员工才有社保，所有骑手，包括美团旗下的三快到家以及其他劳务派遣公司的骑手都没有。</p><p>粗略按照最低劳动合同薪酬标准计算，美团如果为所有骑手办理社保，每月在用人方面的成本将提高30亿左右，1年下来达到400亿。考虑到从劳务派遣向正式劳动合同转变过程中带来的大量可变成本，报道指出，美团多支付的成本将在400-600亿。</p><p>2020年全年，美团支付的骑手成本是486亿元，总收入为1148亿元。如果骑手成本提高600亿，那么几乎将全部抵消，估值也将无从谈起。</p><p>值得一提的是，2020年，尽管支付给骑手的成本提高，但每单支付成本从16.38元降到了14.59元，外卖小哥的单均收入是被压了的。</p><p>前瞻经济学人APP资讯组</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团暴跌背后：如果给外卖小哥全都交社保，估值将直接归零</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团暴跌背后：如果给外卖小哥全都交社保，估值将直接归零\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 12:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072912461179d979e8&s=b><strong>前瞻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，美团股价遭血洗，深层次原因众说纷纭，但表面上，最直接的原因无疑是七部门出台政策，要求其提高外卖骑手待遇。据环球老虎财经计算，如果要给所有外卖骑手交社保，可能让美团估值直接归零。在7月26日七部门联合发布的《关于落实网络餐饮平台责任切实维护外卖送餐员权益的指导意见》中，明确提到，“平台及第三方合作单位为建立劳动关系的外卖送餐员参加社会保险，支持其他外卖送餐员参加社会保险”。报道称，今年5月政府...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072912461179d979e8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072912461179d979e8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2155977927","content_text":"周一，美团股价遭血洗，深层次原因众说纷纭，但表面上，最直接的原因无疑是七部门出台政策，要求其提高外卖骑手待遇。据环球老虎财经计算，如果要给所有外卖骑手交社保，可能让美团估值直接归零。在7月26日七部门联合发布的《关于落实网络餐饮平台责任切实维护外卖送餐员权益的指导意见》中，明确提到，“平台及第三方合作单位为建立劳动关系的外卖送餐员参加社会保险，支持其他外卖送餐员参加社会保险”。报道称，今年5月政府巡视组人员进驻美团时，美团透露的数据是，平台共有约470万骑手，绝大部分为劳务派遣。综合多方说法，这470万人之中，只有属于北京美团总部的员工才有社保，所有骑手，包括美团旗下的三快到家以及其他劳务派遣公司的骑手都没有。粗略按照最低劳动合同薪酬标准计算，美团如果为所有骑手办理社保，每月在用人方面的成本将提高30亿左右，1年下来达到400亿。考虑到从劳务派遣向正式劳动合同转变过程中带来的大量可变成本，报道指出，美团多支付的成本将在400-600亿。2020年全年，美团支付的骑手成本是486亿元，总收入为1148亿元。如果骑手成本提高600亿，那么几乎将全部抵消，估值也将无从谈起。值得一提的是，2020年，尽管支付给骑手的成本提高，但每单支付成本从16.38元降到了14.59元，外卖小哥的单均收入是被压了的。前瞻经济学人APP资讯组","news_type":1},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627862148,"gmtCreate":1678201449684,"gmtModify":1678201451414,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"营收同比增长降到个位数了，未来预期不太好","listText":"营收同比增长降到个位数了，未来预期不太好","text":"营收同比增长降到个位数了，未来预期不太好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627862148","repostId":"1134960256","repostType":2,"repost":{"id":"1134960256","kind":"news","pubTimestamp":1678188884,"share":"https://www.laohu8.com/m/news/1134960256?lang=&edition=full","pubTime":"2023-03-07 19:34","market":"us","language":"zh","title":"Sea Q4营收为35亿美元，同比增长7.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134960256","media":"智通财经APP","summary":"3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减","content":"<html><head></head><body><p>3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。</p><p>受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减值的负面影响，以及债务清偿净收益1.997亿美元，和先前对某些费用的应计项目转回约1.3亿美元的积极影响，净利润达到4.23亿美元，上年同期亏损6.16亿美元，市场预期亏损3.84亿美元;每股收益为0.72美元，上年同期亏损1.12美元，市场预期为亏损0.833美元。</p><p>毛利润为17亿美元，同比增长29.5%。调整后EBITDA为4.96亿美元，上年同期为亏损4.92亿美元，市场预期亏损2.498亿美元。</p><p>按业务划分，电子商务营收为21亿美元，同比增长31.8%。总订单为17亿，上年同期为20亿美元，商品交易总额(GMV)为180亿美元，上年同期为182亿美元。</p><p>数字娱乐营收为9.49亿美元，上一季度为8.93亿美元，季度活跃用户为4.86亿，上一季度为5.68亿，付费用户为4360万，付费用户比例为9.0%，上一季度为9.1%。</p><p>数字金融服务营收为3.80亿美元，同比增长92.5%。</p><p>第四季度，公司以6.113亿美元的现金对价回购了2026年到期、本金总额为8.172亿美元的0.25%可转换优先票据，这导致了1.997亿美元的债务清偿收益，包括620万美元的加速延期发行成本，以及770万美元的未来利息支出节省。</p><p>全年业绩方面，该公司营收为124亿美元，同比增长25.1%;毛利润为52亿美元，同比增长33.1%;净亏损17亿美元，同比缩窄18.9%;调整后EBITDA亏损8.78亿美元，上年同期亏损5.94亿美元。</p><p>Sea董事长兼集团首席执行官Forrest Li表示：“自去年年底以来，我们果断将重点放在效率和盈利能力上，这已经推动了有意义的利润改善。随着我们继续转型，并保持对可持续增长的关注，我们的方法是在为整个数字生态系统的用户提供服务时，做得更少，但做得更好。”</p><p>另外，Li补充道：“鉴于宏观不确定性和我们最近果断改变重心，我们正在密切监测市场环境，我们将继续调整步伐，并相应地微调我们的业务。虽然短期内我们的业绩可能会出现波动，但我们仍然对市场的长期增长潜力充满信心，并将全力抓住这一机遇。”</p><p>财报发布后，Sea Ltd盘前涨超8%。</p><p><img src=\"https://static.tigerbbs.com/3c6d0ceaaf2ffdc308e8055b0413c2c1\" tg-width=\"527\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Q4营收为35亿美元，同比增长7.1%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Q4营收为35亿美元，同比增长7.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/888126.html><strong>智通财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减值的负面影响，以及债务清偿净收益1.997亿美元，和先前对某些费用的应计项目转回约1.3亿美元的积极影响，净利润达到4.23亿美元，上年同期亏损6.16亿美元，市场预期亏损3.84亿美元;每股收益为...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/888126.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41bbb447b77f48f3eaf5c5a8c43fa372","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.zhitongcaijing.com/content/detail/888126.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1134960256","content_text":"3月7日，Sea公布2022年第四季度及全年业绩。财报显示，Sea第四季度总营收为35亿美元，同比增长7.1%，市场预期为30.64亿美元。受到与数字娱乐业务的某些历史投资相关的1.777亿美元商誉减值的负面影响，以及债务清偿净收益1.997亿美元，和先前对某些费用的应计项目转回约1.3亿美元的积极影响，净利润达到4.23亿美元，上年同期亏损6.16亿美元，市场预期亏损3.84亿美元;每股收益为0.72美元，上年同期亏损1.12美元，市场预期为亏损0.833美元。毛利润为17亿美元，同比增长29.5%。调整后EBITDA为4.96亿美元，上年同期为亏损4.92亿美元，市场预期亏损2.498亿美元。按业务划分，电子商务营收为21亿美元，同比增长31.8%。总订单为17亿，上年同期为20亿美元，商品交易总额(GMV)为180亿美元，上年同期为182亿美元。数字娱乐营收为9.49亿美元，上一季度为8.93亿美元，季度活跃用户为4.86亿，上一季度为5.68亿，付费用户为4360万，付费用户比例为9.0%，上一季度为9.1%。数字金融服务营收为3.80亿美元，同比增长92.5%。第四季度，公司以6.113亿美元的现金对价回购了2026年到期、本金总额为8.172亿美元的0.25%可转换优先票据，这导致了1.997亿美元的债务清偿收益，包括620万美元的加速延期发行成本，以及770万美元的未来利息支出节省。全年业绩方面，该公司营收为124亿美元，同比增长25.1%;毛利润为52亿美元，同比增长33.1%;净亏损17亿美元，同比缩窄18.9%;调整后EBITDA亏损8.78亿美元，上年同期亏损5.94亿美元。Sea董事长兼集团首席执行官Forrest Li表示：“自去年年底以来，我们果断将重点放在效率和盈利能力上，这已经推动了有意义的利润改善。随着我们继续转型，并保持对可持续增长的关注，我们的方法是在为整个数字生态系统的用户提供服务时，做得更少，但做得更好。”另外，Li补充道：“鉴于宏观不确定性和我们最近果断改变重心，我们正在密切监测市场环境，我们将继续调整步伐，并相应地微调我们的业务。虽然短期内我们的业绩可能会出现波动，但我们仍然对市场的长期增长潜力充满信心，并将全力抓住这一机遇。”财报发布后，Sea Ltd盘前涨超8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625038257,"gmtCreate":1675935102279,"gmtModify":1675935104155,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"最后几段写得很赞","listText":"最后几段写得很赞","text":"最后几段写得很赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625038257","repostId":"1132628778","repostType":2,"isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628287140,"gmtCreate":1673269387681,"gmtModify":1673269390215,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"这么大幅度降价，清库存效果显著","listText":"这么大幅度降价，清库存效果显著","text":"这么大幅度降价，清库存效果显著","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628287140","repostId":"1193244881","repostType":2,"repost":{"id":"1193244881","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673241607,"share":"https://www.laohu8.com/m/news/1193244881?lang=&edition=full","pubTime":"2023-01-09 13:20","market":"us","language":"zh","title":"国产Model Y的预计交付时间从1-4周延长到2-5周","url":"https://stock-news.laohu8.com/highlight/detail?id=1193244881","media":"老虎资讯综合","summary":"1月9日，据特斯拉中国官网：国产Model Y的预计交付时间从1-4周延长到2-5周。","content":"<html><head></head><body><p>1月9日，据特斯拉中国官网：国产Model Y的预计交付时间从1-4周延长到2-5周。</p><p><img src=\"https://static.tigerbbs.com/ff65e7e370d6a9431d0441148e489e68\" tg-width=\"613\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国产Model Y的预计交付时间从1-4周延长到2-5周</title>\n<style 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Y的预计交付时间从1-4周延长到2-5周。</p><p><img src=\"https://static.tigerbbs.com/ff65e7e370d6a9431d0441148e489e68\" tg-width=\"613\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193244881","content_text":"1月9日，据特斯拉中国官网：国产Model Y的预计交付时间从1-4周延长到2-5周。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621007224,"gmtCreate":1671720174669,"gmtModify":1671720176267,"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474264179882789","authorIdStr":"3474264179882789"},"themes":[],"htmlText":"可怜的散户","listText":"可怜的散户","text":"可怜的散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621007224","repostId":"1139670236","repostType":2,"isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}